Enterprise Project Management (EPM) from Microsoft

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1 Enterprise Project Management (EPM) from Microsoft Microsoft Project Professional 2007 Microsoft Project Web Access 2007 Microsoft Project Server 2007 MS Project the Art of the possible - projects, programmes and portfolios Presented by David Dunning

2 People Project Office Services Creation, Support & Delivery Recruitment Permanent and interim positions Training Planning Process based Microsoft Project EPM PMO / PSO Administration Process Change Management Project Management Consulting Technology Microsoft EPM Solution Project Server Project Portfolio Server SharePoint Highlight Reporting & Project Auditing Development Services CPS - supporting delivery and management of innovation and change within organisations for over 11 years.

3 The EPM Evolution Team participation integration Project website Project 2000 Project Portfolio Management Resource utilisation & tracking Collaboration - risk & issues etc. Microsoft EPM 2002 & 2003 Individuals Scheduling & Reporting Up to Project 98 Experience the evolution with EPM 2007

4 Typical PPSO Issues PPSOs are sometimes just set up and have to cover a remit there is no enabling infrastructure, process or authority provided. PPSOs work better if they have been designed and deployed as part of an EPM approach Challenges Oh dear. What is the Pipeline process for an organisation? Plan standards definition, deployment, governance (DDG)? Common processes DDG? Reporting Responsibilities Data integrity, availability, usability, effort involved?

5 EPM can meet these challenges People Processes Technology Organisation Strategy People Strategy EPM Process Technology

6 Why so important? Finance HR CRM Change EPM

7 Why introduce EPM? Some typical benefits Projects can be prioritised Projects can happen with authorisation Provide a definitive list of projects Enable Project benefits to be managed and realised Provide visibility of progress Provide understanding of resource capacity Support control of project budgets Manage Project risks, issues and changes Consistent approaches Control of project documentation

8 Solution Definition Methodology Process Roles Governance Technology Maturity Capability

9 An Integrated Solution LoBS ERP etc Scheduling Task Assignment Timesheet Resource Plans Events/Notifications Reporting Data Repository Budgeting Security

10 What to demo? Bust some of the myths about Project only being useful as a standalone tool (many people remember the Project Central offering, and base their views on that!) Show how a single dataset can be used at many levels from managing project detail to helping corporate investment decision-making What benefits does EPM give me over and above using un-integrated discrete tools - why should I go through all the pain, and what are the rewards Open people's minds as to how such a tool can improve the effectiveness of a PSO / PMO organisation and why PSO / PMO organisations are in a good position to drive forward their organisation's thinking in EPM A couple of demo's that make people go "Wow - that is powerful!" - opening minds about the value of EPM

11 PPSO Interest Pipeline Process Plan Template Deployment Document Standards and Control Cross Project Reporting NO aggregation required Groupings and Categorisation Status / Dashboard / Simple Governance Issues / Risks Resource Analysis Cross Project Dependency Management

12 CPS Adds Value With Project Auditor 10 individual plan compliance checks on 658 projects in 3 minutes Highlight Report Aggregate high level project data, key milestones, issues, risks, products and changes Button click from Project and SharePoint data Multi Project Issue / Risk Top 10 corporate risks

13 Best Practice Implementation Process Proper implementation is as much a success factor as the quality of processes, standards and delivery technology

14 EPM Context Sponsorship PM Process Projects PM Organisation Governance PM Capability Technology Solution

15 It s Simple Business Drivers Possibilities Solution Components Strategy and Planning Phase 1, 2, 3 Design Deliver Review

16 Requirements Roadmap Capability Process S.O.R. Aspiration Capture Discovery Envisioning Requirement s Confirmation Maturity Feasibility Prototype User participation Brainstorm Problems Aspirations Scope Priority NO solutioneering Full time Project Manager PMO Process Owner Part time Accountable Executive IT Possible, Desirable, context Output Agreed Statement of Requirement Output Solution Overview Issue List Data collection tasks Full time Project Manager PMO Process Owner Part time Accountable Executive IT Constraints? Output Solution Definition Prototype Strategy Issue List Full time Project Manager Part time Accountable Executive IT, PMO Process Owner User participation Output Agreed Solution Definition Product Definitions Plan Risk Log Issue Log Initial Architecture Design?

17 Next steps Internal Requirements can a project be initiated? Seminars Discovery Workshop?

18 Lessons Learned

19 Factors For Success 1. Develop a multi-disciplinary team using the Project Support Office 2. Actively engage the organisation s executives with strong project management 3. Develop a strong business case for the EPM Initiative focus on benefits 4. Allocate sufficient up-front time 5. Develop clear and complete business goals, requirements, and usage scenarios based on robust processes 6. Involve representatives from all user groups

20 Factors For Success 7. Conduct a multi-staged rollout 8. Provide continuous communication / change management support 9. Test the installed hardware and software configuration 10. Prepare the users for the deployment 11. Train users at all experience levels using customised instructions 12. Prepare to monitor the new environment, proactively provide technical support

21 New in EPM 2007 Project Professional 2007 Comprehensive What-If? capabilities through multi-level undo Change highlighting Cost and budget resource types Task drivers help you understand what is driving a task (predecessors, successors, calendars, resources & constraints) Integrated visual reporting with Excel and Visio Deliverables Cell highlighting Separate Save and Publish / Working & Published plans Active Cache

22 New in EPM 2007 Project Web Access Fully integrated with Windows SharePoint Services to improve collaboration to all team members Activity & Proposals provides the ability to create simple plans via Internet Explorer Resource Plans Progress collection (%work complete, remaining work) Timesheets

23 Project Professional / Web Access Microsoft Project Professional 2007 Controlled access to project schedules Cross project views of resource availability Access to the central resource repository Resource based costing inc. fixed and material type costs Collaboration Risk, Issue & Deliverables Management Document & Content Control Web views across Project Portfolios Tasks Individual task lists Progress collection (timesheets) Project Center View summarised and rolled up project information Drilldown to view schedule detail Resource Center Drilldown to view resource assignments / utilisation

24 Testimonials "When we met CPS we were struck that they were a company that could really help us organise to deliver." Gaynor Coley, Development Director, Eden Project Limited "I am impressed by the professionalism of the CPS staff in helping us to move from a general vision and aspiration to a workable system." Malcolm Lee, Head of Development Programme, The Met Office "CPS was instrumental in guiding the Project Support Office to configure the system to suit BAE Plymouth's organisational, project management, planning and timekeeping requirements." Paul Barlow, Project Office Manager, BAE Systems As valuable leaders in the EPM space, CPS has been appointed to the Microsoft Project Advisory Council in Seattle. Through this think tank Microsoft is provided with high level, direct customer insights into the development of future versions of the EPM solution. Mike Angiulo, General Manager Microsoft Project Business Unit Microsoft Corporation

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